This article offers insights into getting around NextAgency.
The blue navigation pane on the left of nearly every screen is the quickest way to reach the page you need like Reports, the Pipeline view, or Contacts. Click on Fast Access to quickly reach less often visited modules like email campaigns and workflows.
By default, the blue navigation pane displays just the icons for these modules in order to leave more room on your screen for your agency's data. Clicking the teal arrow opens the pane to display the module names. When initially exploring NextAgency you may want to keep the pane open at all times. You can do this by clicking on the lock icon. Once you're more comfortable with NextAgency, you can return the pane to its default behavior by clicking on the icon again.
There's a lot of useful information housed in the header of NextAgency. To see your notifications, click on the globe.
The global search bar is to the left of the notification icon. Here you can swiftly search for any record types you need.
You can manage search results by checking off the types of data you wish to explore.
We're constantly enhancing NextAgency. When you first log onto the system you'll see the most recent improvement. To see more of these announcements, click on the bell icon.
If you're using NextText, a red circle with a number on it will notify you of new messages. Click on the Text Bubble' icon to open NextText.
NextAgency converts all dates and times to your agency's time zone. If you're traveling and need to change this time zone, click on the clock icon.
Help with NextAgency is close at hand. Click on the green question mark icon to open a text modal. Type in a topic and we'll generate a list of help desk articles and videos for you. Need to contact the support team? Click on the "Leave us a message" icon. Ask your question and we'll quickly respond, where appropriate, providing a screencast as well as an explanation. Support hours are Monday through Friday (except Holidays) 8:00 am-to-8:00 pm Eastern (5:00 am to 5:00 pm Pacific time).
Click on your portrait in the header to access the Settings module, to view your Profile, or to log out of NextAgency.
In the footer of every page within NextAgency you'll find links to NextAgency's Terms of Service, Privacy Policy, and the status of our servers. You can also directly access the Help Desk from here.
If you require assistance or would like a tour of NextAgency, please contact our support team.